Do You Qualify As A Captive for Tax Purposes?
Or Have You Maximized Your Current Captive?

• Is your captive’s primary business providing insurance?
• Are the risks being insured actually insurance risk?
• Are the risks being insured actually being shifted to the captive?
• Are there a sufficient number of insureds to achieve the appropriate distribution of risk?
• Do your captive’s transactions include commonly accepted notions of insurance?
• Are you maximizing the tax efficiency of your captive?
  

If you have difficulty answering yes to any of these questions, you probably don’t qualify as a captive for tax purposes. Please contact Alan Fine at 314.983.1292 or afine@bswllc.com to discover what steps should be taken to prevent the loss of potential tax savings available to captives.

What else should I consider?

Captive Insurance Companies: Specialized Coverage + Savings

Business Strategy: Capturing Insurance Costs

Captive Insurance Companies Services Brochure